Creative Planning
OVERLAND PARK KS · SEC CIK 0001540235
$1,710.95亿2026Q2 申报市值
4,294持仓数
41.7%前十大占比 · 第一大 10.8%
319 / 141新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BND 加仓+$6.82亿
SPDW 加仓+$5.35亿
BSV 加仓+$5.03亿
IVV 加仓+$4.43亿
SPMD 加仓+$3.11亿
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$2.45亿
VV 减仓-$7,667.47万
VO 减仓-$4,273.09万
HON 减仓-$3,948.08万
AGG 减仓-$3,880.50万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NMRK | NEWMARK GROUP INC | $333.57万 | 0.00% | 220,760 | 15,524 | 7.6% | $23.46万 | 加仓 |
| XPO | XPO INC | $333.00万 | 0.00% | 16,221 | 2,144 | 15.2% | $44.01万 | 加仓 |
| GFF | GRIFFON CORP | $332.32万 | 0.00% | 34,074 | 1,367 | 4.2% | $13.33万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $331.91万 | 0.00% | 36,663 | 12,700 | 53.0% | $114.97万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $331.83万 | 0.00% | 107,564 | -6,180 | -5.4% | -$19.07万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $331.47万 | 0.00% | 23,325 | 12,067 | 107.2% | $171.48万 | 加仓 |
| UDR | UDR INC | $331.16万 | 0.00% | 82,956 | 12,974 | 18.5% | $51.79万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $330.64万 | 0.00% | 147,873 | -95 | -0.1% | -$2,124 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $329.99万 | 0.00% | 19,071 | 4,082 | 27.2% | $70.63万 | 加仓 |
| ARCB | ARCBEST CORP | $329.96万 | 0.00% | 22,988 | 2,398 | 11.6% | $34.42万 | 加仓 |
| CRML | CRITICAL METALS CORP | $329.53万 | 0.00% | 321,490 | -11,452 | -3.4% | -$11.74万 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $328.44万 | 0.00% | 61,620 | 36,525 | 145.5% | $194.68万 | 加仓 |
| QDEL | QUIDELORTHO CORP | $328.21万 | 0.00% | 187,386 | 150,895 | 413.5% | $264.29万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $328.07万 | 0.00% | 96,464 | 37,071 | 62.4% | $126.08万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $327.77万 | 0.00% | 306,044 | 28,593 | 10.3% | $30.62万 | 加仓 |
| GMAB | GENMAB A/S | $327.36万 | 0.00% | 119,169 | 573 | 0.5% | $1.57万 | 加仓 |
| GGB | GERDAU SA | $327.06万 | 0.00% | 809,546 | 203,623 | 33.6% | $82.26万 | 加仓 |
| FLS | FLOWSERVE CORP | $327.04万 | 0.00% | 44,100 | -9,934 | -18.4% | -$73.67万 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD | $326.60万 | 0.00% | 244,464 | 13,553 | 5.9% | $18.11万 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $325.78万 | 0.00% | 201,345 | 6,681 | 3.4% | $10.81万 | 加仓 |
| EWL | ISHARES INC | $325.69万 | 0.00% | 51,820 | 3,811 | 7.9% | $23.95万 | 加仓 |
| GRAL | GRAIL INC | $325.40万 | 0.00% | 47,664 | 38,185 | 402.8% | $260.69万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $325.21万 | 0.00% | 29,092 | 10,264 | 54.5% | $114.74万 | 加仓 |
| LGIH | LGI HOMES INC | $324.29万 | 0.00% | 50,925 | 29,647 | 139.3% | $188.79万 | 加仓 |
| IOT | SAMSARA INC | $323.21万 | 0.00% | 99,665 | -11,928 | -10.7% | -$38.68万 | 减仓 |
| MP | MP MATERIALS CORP | $322.71万 | 0.00% | 57,617 | 1,464 | 2.6% | $8.20万 | 加仓 |
| IYJ | ISHARES TR | $321.42万 | 0.00% | 19,287 | -3 | -0.0% | -$500 | 减仓 |
| SGOL | ETFS GOLD TR | $321.31万 | 0.00% | 84,046 | 2,887 | 3.6% | $11.04万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $321.20万 | 0.00% | 22,444 | -4,450 | -16.5% | -$63.68万 | 减仓 |
| DTD | WISDOMTREE TR | $320.96万 | 0.00% | 34,420 | 587 | 1.7% | $5.47万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $320.91万 | 0.00% | 185,926 | 121,591 | 189.0% | $209.87万 | 加仓 |
| WY | WEYERHAEUSER CO | $320.31万 | 0.00% | 133,798 | 26,609 | 24.8% | $63.70万 | 加仓 |
| BRKR | BRUKER CORP | $319.78万 | 0.00% | 53,138 | 21,572 | 68.3% | $129.82万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $319.66万 | 0.00% | 64,214 | 806 | 1.3% | $4.01万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $319.13万 | 0.00% | 183,939 | 27,736 | 17.8% | $48.12万 | 加仓 |
| CELC | CELCUITY INC | $318.77万 | 0.00% | 30,469 | -4,750 | -13.5% | -$49.69万 | 减仓 |
| AMBA | AMBARELLA INC | $317.57万 | 0.00% | 37,012 | 2,488 | 7.2% | $21.35万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $317.27万 | 0.00% | 17,729 | 7,338 | 70.6% | $131.32万 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $317.25万 | 0.00% | 49,378 | 4,549 | 10.1% | $29.23万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $316.61万 | 0.00% | 14,145 | 2,322 | 19.6% | $51.97万 | 加仓 |
| EVER | EVERQUOTE INC | $315.54万 | 0.00% | 132,637 | 75,363 | 131.6% | $179.29万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $315.43万 | 0.00% | 9,979 | 1,474 | 17.3% | $46.59万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $315.37万 | 0.00% | 11,979 | 3,952 | 49.2% | $104.04万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $315.07万 | 0.00% | 40,786 | 4,494 | 12.4% | $34.72万 | 加仓 |
| OUST | OUSTER INC | $314.73万 | 0.00% | 50,341 | 3,480 | 7.4% | $21.76万 | 加仓 |
| UPST | UPSTART HLDGS INC | $313.75万 | 0.00% | 88,554 | 34,640 | 64.3% | $122.73万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $313.49万 | 0.00% | 81,617 | 8,507 | 11.6% | $32.68万 | 加仓 |
| TDW | TIDEWATER INC NEW | $312.89万 | 0.00% | 46,959 | 8,027 | 20.6% | $53.48万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $312.11万 | 0.00% | 31,488 | -9,741 | -23.6% | -$96.55万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $311.43万 | 0.00% | 65,221 | -976 | -1.5% | -$4.66万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $311.28万 | 0.00% | 198,013 | 50,047 | 33.8% | $78.67万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $310.31万 | 0.00% | 34,198 | -314 | -0.9% | -$2.85万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $309.96万 | 0.00% | 350,242 | 157,294 | 81.5% | $139.21万 | 加仓 |
| SHC | SOTERA HEALTH CO | $309.75万 | 0.00% | 174,505 | 72,924 | 71.8% | $129.44万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $309.71万 | 0.00% | 27,009 | -1,237 | -4.4% | -$14.18万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $309.48万 | 0.00% | 73,147 | -23,403 | -24.2% | -$99.02万 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $309.27万 | 0.00% | 390,990 | -74,473 | -16.0% | -$58.91万 | 减仓 |
| CAC | CAMDEN NATL CORP | $309.03万 | 0.00% | 56,995 | 8,525 | 17.6% | $46.22万 | 加仓 |
| DBEF | DBX ETF TR | $308.97万 | 0.00% | 56,557 | 2,616 | 4.8% | $14.29万 | 加仓 |
| TDC | TERADATA CORP DEL | $308.90万 | 0.00% | 89,149 | 20,161 | 29.2% | $69.86万 | 加仓 |
| INTF | ISHARES TR | $308.68万 | 0.00% | 75,362 | -193 | -0.3% | -$7,905 | 减仓 |
| ZECP | ZACKS TRUST | $308.29万 | 0.00% | 81,687 | -13,059 | -13.8% | -$49.28万 | 减仓 |
| BROS | DUTCH BROS INC | $308.18万 | 0.00% | 42,916 | 6,475 | 17.8% | $46.50万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $308.15万 | 0.00% | 19,942 | 320 | 1.6% | $4.94万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $307.91万 | 0.00% | 67,185 | 1,741 | 2.7% | $7.98万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $307.28万 | 0.00% | 39,582 | -2,130 | -5.1% | -$16.54万 | 减仓 |
| CLH | CLEAN HARBORS INC | $306.81万 | 0.00% | 10,270 | 3,042 | 42.1% | $90.88万 | 加仓 |
| EEMS | ISHARES INC | $306.54万 | 0.00% | 40,393 | -1,054 | -2.5% | -$8.00万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $306.39万 | 0.00% | 94,653 | 28,813 | 43.8% | $93.27万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $305.31万 | 0.00% | 61,954 | 11,049 | 21.7% | $54.45万 | 加仓 |
| CNH | CNH INDL N V | $305.16万 | 0.00% | 271,740 | -25,488 | -8.6% | -$28.62万 | 减仓 |
| — | PROSHARES TR | $304.64万 | 0.00% | 19,629 | -332 | -1.7% | -$5.15万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $304.60万 | 0.00% | 46,433 | -485 | -1.0% | -$3.18万 | 减仓 |
| CARG | CARGURUS INC | $303.58万 | 0.00% | 89,051 | -55,676 | -38.5% | -$189.80万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $303.45万 | 0.00% | 169,715 | 12,140 | 7.7% | $21.71万 | 加仓 |
| OII | OCEANEERING INTL INC | $303.07万 | 0.00% | 74,796 | 25,122 | 50.6% | $101.79万 | 加仓 |
| BRZE | BRAZE INC | $302.49万 | 0.00% | 139,462 | -5,891 | -4.1% | -$12.78万 | 减仓 |
| HELE | HELEN OF TROY LTD | $302.36万 | 0.00% | 104,010 | 30,305 | 41.1% | $88.10万 | 加仓 |
| EMA | EMERA INC | $302.02万 | 0.00% | 56,964 | 33,583 | 143.6% | $178.06万 | 加仓 |
| DGICA | DONEGAL GROUP INC | $301.50万 | 0.00% | 159,860 | 36,100 | 29.2% | $68.08万 | 加仓 |
| TLT | ISHARES TR | $301.37万 | 0.00% | 34,873 | -4,735 | -12.0% | -$40.92万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $301.20万 | 0.00% | 21,262 | 2,558 | 13.7% | $36.24万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $301.07万 | 0.00% | 117,650 | 25,629 | 27.9% | $65.58万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $300.72万 | 0.00% | 116,287 | -62,959 | -35.1% | -$162.81万 | 减仓 |
| PFFV | GLOBAL X FDS | $300.71万 | 0.00% | 136,501 | -7,733 | -5.4% | -$17.04万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $300.42万 | 0.00% | 111,888 | 4,660 | 4.3% | $12.51万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $299.89万 | 0.00% | 52,788 | 11,976 | 29.3% | $68.04万 | 加仓 |
| SHM | SPDR SERIES TRUST | $298.65万 | 0.00% | 62,263 | 510 | 0.8% | $2.45万 | 加仓 |
| ARKK | ARK ETF TR | $298.47万 | 0.00% | 36,930 | -3,062 | -7.7% | -$24.75万 | 减仓 |
| ESTC | ELASTIC N V | $298.39万 | 0.00% | 52,330 | -13,739 | -20.8% | -$78.34万 | 减仓 |
| PPLI | PEOPLE INC | $298.38万 | 0.00% | 64,640 | 15,529 | 31.6% | $71.68万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $298.20万 | 0.00% | 42,124 | 3,197 | 8.2% | $22.63万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $298.11万 | 0.00% | 56,386 | 4,634 | 9.0% | $24.50万 | 加仓 |
| — | STELLAR BANCORP INC | $297.33万 | 0.00% | 75,617 | 3,856 | 5.4% | $15.16万 | 加仓 |
| COPX | GLOBAL X FDS | $296.74万 | 0.00% | 38,553 | -559 | -1.4% | -$4.30万 | 减仓 |
| CAL | CALERES INC | $296.13万 | 0.00% | 239,391 | 106,804 | 80.6% | $132.12万 | 加仓 |
| ASIX | ADVANSIX INC | $296.00万 | 0.00% | 148,891 | 1,035 | 0.7% | $2.06万 | 加仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $295.84万 | 0.00% | 66,600 | 11,915 | 21.8% | $52.93万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $295.08万 | 0.00% | 19,684 | 1,914 | 10.8% | $28.69万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $294.60万 | 0.00% | 72,081 | -956 | -1.3% | -$3.91万 | 减仓 |